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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,075 | $125,237-56.0% | $105,608-47.8% | $145,877-62.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 2.37% | 225.76%-223.4pp | 116.50%-114.1pp | 551.28%-548.9pp |
| Employer contribution / active EE | $1,786 | $3,720-52.0% | $3,167-43.6% | $4,663-61.7% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $13,562 | $17,287-21.5% | $11,028+23.0% | $13,402+1.2% |